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IEQ Capital’s Jack Henry & Associates JKHY Stock Holding History

IEQ Capital’s Portfolio JKHY Stock Details JKHY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-1,219
Closed -$215K – 1390
2024
Q3 		$215K Buy
+1,219
New +$206K ﹤0.01% 1043
2023
Q2 		– Sell
-1,460
Closed -$220K – 936
2023
Q1 		$220K Sell
1,460
-391
-21% -$65.3K 0.01% 800
2022
Q4 		$325K Sell
1,851
-750
-29% -$138K 0.01% 607
2022
Q3 		$474K Buy
2,601
+569
+28% +$112K 0.01% 543
2022
Q2 		$366K Sell
2,032
-268
-12% -$50.2K 0.01% 545
2022
Q1 		$453K Buy
2,300
+632
+38% +$111K 0.01% 531
2021
Q4 		$279K Buy
+1,668
New +$270K 0.01% 605

Other funds holding JKHY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $40.7B AUM 39.97% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

IEQ Capital's JKHY Position: Q4 2024 in Review

IEQ Capital sold out of Jack Henry & Associates (JKHY) in Q4 2024, closing a stake of 1,219 shares — an estimated $215K sold.

IEQ Capital first reported a position in JKHY in Q4 2021 and held it in 7 quarters. The position peaked at $474K in Q3 2022. 711 funds tracked by Wall St. Rank hold JKHY as of Q4 2024.

  • IEQ Capital reported no remaining Jack Henry & Associates position as of Q4 2024 after selling out during the quarter.
  • IEQ Capital sold 1,219 Jack Henry & Associates shares in Q4 2024, an estimated $215K.
  • IEQ Capital first reported a position in Jack Henry & Associates in Q4 2021 and held it in 7 quarters.
  • IEQ Capital's Jack Henry & Associates position peaked at $474K in Q3 2022.
  • 711 funds tracked by Wall St. Rank held Jack Henry & Associates as of Q4 2024.

Based on IEQ Capital's 13F filing for Q4 2024, filed 3 Feb 2025.